Purchases and Sales Made in Q1 2025 in Verizon Communications Inc (VZ)
This table provides information about the institutional ownership of Verizon Communications Inc (VZ) during Q1 2025. The information is specifically focused on institutions that hold shares of VERIZON COMMUNICATIONS INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Invera Wealth Advisors, LLC
Bend, OR |
BUY
|
- |
34+ 0.2% |
$1.29K - $1.58K
|
17.1K
$755K
|
|
|
May 12, 2025
Q1 2025
|
Wolverine Asset Management LLC
|
BUY
|
- |
34+ 0.06% |
$1.29K - $1.58K
|
60.9K
$2.69M
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
33+ 1.94% |
$1.25K - $1.53K
|
1.73K
$76.6K
|
|
|
May 12, 2025
Q1 2025
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
32+ 11.03% |
$1.21K - $1.49K
|
322
$14.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
31New |
$1.17K - $1.44K
|
31
$1.37K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
30+ 0.67% |
$1.13K - $1.39K
|
4.5K
$199K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
30+ 0.12% |
$1.13K - $1.39K
|
24.9K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
BUY
|
- |
30+ 0.42% |
$1.13K - $1.39K
|
7.15K
$316K
|
|
|
May 22, 2025
Q1 2025
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
29+ 0.59% |
$1.1K - $1.35K
|
4.98K
$220K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
28+ 3.76% |
$1.06K - $1.3K
|
772
$34.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
27+ 0.22% |
$1.02K - $1.26K
|
12.4K
$546K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
27+ 0.47% |
$1.02K - $1.26K
|
5.81K
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
26+ 0.18% |
$983 - $1.21K
|
14.2K
$629K
|
|
|
Apr 17, 2025
Q1 2025
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
26+ 0.45% |
$983 - $1.21K
|
5.85K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
26+ 0.57% |
$983 - $1.21K
|
4.55K
$201K
|
|
|
May 01, 2025
Q1 2025
|
Bridge Generations Wealth Management LLC
South Miami, FL |
BUY
|
- |
26New |
$983 - $1.21K
|
26
$1.15K
|
|
|
Jun 11, 2025
Q1 2025
|
Kondo Wealth Advisors, Inc.
Pasadena, CA |
BUY
|
- |
25+ 0.37% |
$945 - $1.16K
|
6.73K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
24+ 0.97% |
$907 - $1.12K
|
2.49K
$110K
|
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
24+ 0.31% |
$907 - $1.12K
|
7.78K
$344K
|
|
|
May 16, 2025
Q1 2025
|
Front Street Capital Management, Inc.
|
BUY
|
- |
24+ 0.3% |
$907 - $1.12K
|
7.92K
$350K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
23+ 0.3% |
$870 - $1.07K
|
7.71K
$341K
|
|
|
May 05, 2025
Q1 2025
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
23+ 0.49% |
$870 - $1.07K
|
4.71K
$208K
|
|
|
Apr 22, 2025
Q1 2025
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
22+ 0.2% |
$832 - $1.02K
|
11.3K
$499K
|
|
|
May 06, 2025
Q1 2025
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
21+ 0.7% |
$794 - $976
|
3.04K
$134K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
21+ 0.52% |
$794 - $976
|
4.05K
$179K
|
|
|
Apr 08, 2025
Q1 2025
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
20+ 0.16% |
$756 - $930
|
12.9K
$570K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
20+ 0.31% |
$756 - $930
|
6.52K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
20+ 5.87% |
$756 - $930
|
361
$16K
|
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
20+ 0.25% |
$756 - $930
|
7.92K
$350K
|
|
|
May 15, 2025
Q1 2025
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
19+ 0.56% |
$718 - $883
|
3.39K
$150K
|
|
|
Apr 08, 2025
Q1 2025
|
Fulcrum Capital LLC
|
BUY
|
- |
18+ 0.06% |
$681 - $837
|
30.1K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
18+ 16.36% |
$681 - $837
|
128
$5.66K
|
|
|
Apr 17, 2025
Q1 2025
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
18+ 14.06% |
$681 - $837
|
146
$6.45K
|
|
|
May 01, 2025
Q1 2025
|
Check Capital Management Inc
|
BUY
|
- |
18+ 0.31% |
$681 - $837
|
5.81K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
17+ 0.28% |
$643 - $790
|
6.04K
$267K
|
|
|
Apr 22, 2025
Q1 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
15+ 0.16% |
$567 - $697
|
9.37K
$414K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
15+ 1.63% |
$567 - $697
|
933
$41.2K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15+ 0.02% |
$567 - $697
|
86.5K
$3.82M
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
15+ 0.19% |
$567 - $697
|
7.88K
$348K
|
|
|
Apr 11, 2025
Q1 2025
|
Successful Portfolios LLC
|
BUY
|
- |
14+ 0.23% |
$529 - $651
|
6.09K
$269K
|
|
|
May 08, 2025
Q1 2025
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
14+ 0.25% |
$529 - $651
|
5.71K
$252K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
13+ 0.05% |
$492 - $604
|
25.3K
$1.12M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
12+ 1.82% |
$454 - $558
|
671
$29.7K
|
|
|
May 07, 2025
Q1 2025
|
Essex Investment Management CO LLC
Boston, MA |
BUY
|
- |
12+ 0.09% |
$454 - $558
|
13.4K
$590K
|
|
|
May 13, 2025
Q1 2025
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
12+ 0.13% |
$454 - $558
|
8.92K
$394K
|
|
|
May 08, 2025
Q1 2025
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
11+ 1.74% |
$416 - $511
|
644
$28.5K
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
10+ 0.81% |
$378 - $465
|
1.24K
$55K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
10+ 0.14% |
$378 - $465
|
7.22K
$319K
|
|
|
Apr 11, 2025
Q1 2025
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
9+ 0.09% |
$340 - $418
|
9.7K
$429K
|
|
|
Apr 18, 2025
Q1 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
9+ 0.23% |
$340 - $418
|
3.97K
$176K
|